This topic provides the systematic instruction to view all the data segments in the Account Parameter Setup stage.

1. Click Next in the previous data segment to proceed with the next data segment, after successfully capturing the data.

   The Review screen displays.

   Figure 2-53 Review - Account Parameter Setup

   
   

   
   Description of "Figure 2-53 Review - Account Parameter Setup"

   
   

   For more information on fields, refer to the field description table.

   Table 2-34 Review – Field Description

   Field	Description
   Assessment Summary	Displays the assessment summary details.
   Interest and Charge Details	Displays the interest and charge details.
   Advance against Uncollected Funds Details	Displays the Advance against Uncollected Funds details.
   Temporary Overdraft Limit Details	Displays the Temporary Overdraft Limit details.

2. Click Submit to reach the Stage Movement Submission screen, where the overrides, checklist and documents for this stage are verified.
   The Stage Movement Submission screen displays.

   Figure 2-54 Stage Movement Submission

   
   

   
   Description of "Figure 2-54 Stage Movement Submission"

   
   

   In this screen, the message appears in case there is any override. Overrides are basically warnings that are raised during the business validations. User has to accept the overrides to proceed further. Alternatively, user can go back and correct the data to ensure overrides do not arise.

3. In case of override, click Accept Overrides & Proceed to proceed or click Proceed.
   The Checklist screen appears.
4. In the Checklist screen the system displays the error message if document checklist is not verified. Click Proceed Next to proceed to Stage Movement Submission screen.
5. In the Stage Movement Submission screen, select appropriate option from the Select to Outcome field.
   • Select the Proceed to proceed with the application. By default this option is selected. It will logically complete the Account Parameter Setup stage for the Saving Account Application. The Workflow Orchestrator will automatically move this application to the next processing stage, Supervisor Approval or Offer Issue. The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
     • The application will be directly moved to Offer Issue stage if there is no change in Interest and Charges Details data segment.
     • The application will be moved to Supervisor Approval stage if there is any change in Price (Interest) in Interest and Charges Details data segment.
   • Select the Return to Application Entry Stage to make application entry stage available in free task for edit.
   • Select the Return to Assessment Stage to make assessment stage available in free task
   • Select the Return to Initial Funding Stage to make initial funding stage available in free task.
   • Select the Return to Overdraft Limit Details Stage to make overdraft limit details stage available in free task.
   • Select the Return to Application Enrichment Stage to make enrichment stage available in free task.
   • Select the Return to Application Underwriting Stage to make underwriting stage available in free task.
   • Select the Reject by Bank to reject the submission of this application. The application is terminated, and an email is sent to the borrower or customer with a rejection advice.
6. Click Submit to submit the Account Parameter Setup stage.
   The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
7. Click Close to close the window.

   OR

   Click Go to Free Task.

   The system successfully moves the Application Reference Number along with the process reference numbers to the Supervisor Approval or Offer Issue stage.

   Note:

   This application will be available in the FREE TASKS list. The user who has the access rights will be able to acquire and proceed with the next processing stage of the application.